Boston Financial Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Boston Financial Management’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,072	Closed	-$221K	–	312
2022 Q4	$221K	Hold	3,072	–	–	0.01%	302
2022 Q3	$206K	Sell	3,072 -46	-1%	-$3.45K	0.01%	292
2022 Q2	$224K	Buy	+3,118	New	+$243K	0.01%	273

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Boston Financial Management's DSI Position: Q1 2023 in Review

Boston Financial Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2023, closing a stake of 3,072 shares — an estimated $221K sold.

Boston Financial Management first reported a position in DSI in Q2 2022 and held it in 3 quarters. The position peaked at $224K in Q2 2022. 435 funds tracked by Wall St. Rank hold DSI as of Q1 2023.

Boston Financial Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2023 after selling out during the quarter.
Boston Financial Management sold 3,072 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $221K.
Boston Financial Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and held it in 3 quarters.
Boston Financial Management's iShares MSCI KLD 400 Social ETF position peaked at $224K in Q2 2022.
435 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.